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Meet the Principals

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Joseph A. Abbott, CPA

1.415.356.7932

San Francisco, Calif.

Low-Income Housing Tax Credit
Opportunity Zones

Jessica Acosta, CPA

1.503.821.2742

Low-Income Housing Tax Credit
Opportunity Zones
Year 15 Exit
Wine Industry

Robert Bennett, CPA

1.248.727.6960

Detroit, Mich. Metro

Construction Cost Studies
Housing and Urban Development
Low-Income Housing Tax Credit
New Markets Tax Credit
Nonprofit
Property Compliance
Renewable Energy
Tax and Audit

Jason Blumenstock, CPA

1.732.623.7006

Toms River, N.J.

Opportunity Zones
Public Housing Authority
Nonprofit

Richard Cash, CPA

1.425.453.5783 x2410

Seattle, Wash. Metro

Low-Income Housing Tax Credit

Bob Chervenak, CPA

1.239.591.6742 x5170

Low-Income Housing Tax Credit
Historic Tax Credit
Year 15 Exit
Nonprofit
Cost Segregation
Construction Cost Studies
Consulting

512.349.3270

Nicole Crites, CPA

1.425.519.1205

Seattle, Wash. Metro

Dayle R. Dalling, CPA

610.232.4821

Philadelphia, Penn. Metro

Consulting
Historic Tax Credit
Housing and Urban Development
Low-Income Housing Tax Credit
Nonprofit
Property Compliance
Year 15 Exit

Michael Derrickson

1.512.349.3227

925.949.4230

Walnut Creek, Calif.

Colette Drexel, CPA

925.949.4214

Walnut Creek, Calif.

Jodie Fish, CPA

503.821.2714

New Markets Tax Credit
Low-Income Housing Tax Credit
Opportunity Zones
Historic Tax Credit
Tax and Audit
Consulting
Nonprofit

1.330.365.5397

Consulting
Historic Tax Credit
New Markets Tax Credit
Opportunity Zones
Tax and Audit

Stacy Gordon, CPA

1.330.365.5419

Low-Income Housing Tax Credit
Nonprofit
Consulting
Property Compliance
Tax and Audit

Genie Goricki, CPA

1.216.239.5560

Cleveland, Ohio

Historic Tax Credit
New Markets Tax Credit
Nonprofit
Tax and Audit

Amy Hook

Atlanta, Ga. Metro

Nicholas Ives, CPA

1.617.449.3061

Consulting
Cost Segregation
Historic Tax Credit
Low-Income Housing Tax Credit
New Markets Tax Credit
Renewable Energy
Tax and Audit

Ring Kan

San Francisco, Calif.

Reza Karim, CPA

1.212.801.7460

Low-Income Housing Tax Credit
New Markets Tax Credit
Renewable Energy
Historic Tax Credit
Opportunity Zones
Consulting

1.425.519.1203

Seattle, Wash. Metro

Low-Income Housing Tax Credit
Housing and Urban Development
Public Housing Authority
Consulting
Property Compliance

1.425.519.1204

Seattle, Wash. Metro

Low-Income Housing Tax Credit
Housing and Urban Development
Year 15 Exit
Cost Segregation
Property Compliance

Matt Lockhart, CPA

1.212.801.7450

Consulting
Historic Tax Credit
Low-Income Housing Tax Credit
Renewable Energy
Tax and Audit

415.356.8000

San Francisco, Calif.

Justin Chubb Lurya, CPA

562.256.2337

Long Beach, Calif.

Low-Income Housing Tax Credit
New Markets Tax Credit
Historic Tax Credit
Housing and Urban Development
Opportunity Zones
Year 15 Exit
Public Housing Authority
Nonprofit
Cost Segregation
Consulting
Property Compliance

Karl Majors, CPA

1.330.365.5437

New Markets Tax Credit
Renewable Energy
Historic Tax Credit
Opportunity Zones

Tina Matzen, CPA

1.314.339.1110

Consulting
Historic Tax Credit
Low-Income Housing Tax Credit
New Markets Tax Credit
Tax and Audit

Charles McCall, CPA

1.512.349.3213

Low-Income Housing Tax Credit
Historic Tax Credit
Housing and Urban Development
Year 15 Exit
Cost Segregation

Ashley McKenzie, CPA

1.330.365.5370

Consulting
Low-Income Housing Tax Credit
Renewable Energy
Tax and Audit
Year 15 Exit

Karie McMillen, CPA

1.330.365.5391

Consulting
Housing and Urban Development
Low-Income Housing Tax Credit
Nonprofit
Property Compliance
Tax and Audit
Year 15 Exit

Wayne Michael, CPA, NPCC, HCCP

Low-Income Housing Tax Credit
Property Compliance

Jon Mullet, CPA

1.330.365.5385

Low-Income Housing Tax Credit
Housing and Urban Development
Year 15 Exit
Consulting

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Notes from Novogradac

NMTC CY 2022 Allocation Awards: Rural Development, Business Investment Set Records

Wednesday, September 27, 2023

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Monday, September 11, 2023

Podcast Episodes

Sept. 26, 2023: So You Want to Be a LIHTC Developer: Common Oversights in Developer-Prepared Financial Forecasts

Posted on September 26, 2023

Sept. 19, 2023: The Renewable Energy Tax Credit Finance Series: RETC Structuring Trends

Posted on September 19, 2023

Sept. 12, 2023: The State of State HTCs: What You Need to Know

Posted on September 12, 2023

Journal of Tax Credits Articles

What are the Key Economic Terms to be Aware of in HTC Term Sheets?

Illinois Launches Initiative to Encourage BIPOC Affordable Housing Developers

The Latest on the Government’s Participation in Historic Rehabilitation

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